• Outsourced Controller and CFO functionsIdeal for startups and businesses who might not otherwise be ready for a full-time in-house CFO.• Building and maintaining efficient and reliable bookkeeping systemsIn the 21st century, bookkeeping systems are all about producing the maximum amount of efficiency and informative data with a minimal amount of complexity and human data entry. • Income Tax Return Preparation and strategy/planningIncome tax prep is as dynamic as the individuals and entities for which the returns are prepared – which is to say quite a bit. BKA sees how your world maps onto the world of income taxes and will help you both understand the structure and rules of the income tax world as well as see your blind spots.• Payroll Tax PreparationOften overlooked as a potential area for value creation, smart payroll decisions can save you money as well as keep you out of trouble with the IRS and other governmental agencies. No entrepreneur should find him/herself bogged down in the quagmire of payroll tax compliance – this is an area where BKA adds value by setting up a quiet, efficient machine to run in the background.• Representation in collection matters with the IRS and other governmental agencies, related to income or payroll taxes, or other collectionsGovernmental agencies utilize both massive amounts of computer technology and seasoned accounting and legal professionals to audit you and your business. Why try to battle them without the aid of your own professional, who knows the lingo and can meet them on an even playing field? BKA will make sure you understand the issues and risks at play and also interface with governmental agencies. The first rule of holes is stop digging – BKA will not only stop the bleeding but begin the healing process.

o Solely responsible for all aspects of the accounting function from July of 2016until approximately September 2017. Subsequently have delegated and supervisedaccounting responsibilities to various personnel, both direct reports and otherso Developed accounting policies, procedures and controls for dispensary operationsin an all-cash environment, leading to trivial cash variances since inception.Taught said procedures to new accounting manager and other staff personnelo Led efforts to develop and implement a standardized chart of accounts across allportfolio companieso Successfully rolled out streamlined expense reporting software across all businessunits, transforming process from highly-manual and paper intensive to semiautomated, streamlined, scalable and largely paperlesso Supervised external accountants’ preparation of income tax returns, informationalreturns (1099s), and financial statementso Successfully led company through first-ever financial statement audit inpreparation for first public equity offering. Served as main accounting liason toexternal auditors while also preparing analyses, workpapers and other necessarycoordination of audit processes

-Performed and supervised staff in performing accounting engagements, such as compilations, reviews and audits. Industries include manufacturing, construction, real estate, medical bill review and professional services firms-Prepared and supervised staff preparation of income, payroll and sales tax returns. Income tax returns included returns for individuals, corporations, S-Corporations and partnerships (LLCs)-Designed bookkeeping systems and procedures for clients and supervised staff implementation and preparation of books and records-Other ad hoc projects, such as tax projections and scenario modeling, GAAP research and tax research

-Performed audits of for-profit and non-profit entities. Industries included municipal maintenance, manufacturing, charter schools and public health entities-Preparation of primarily individual income tax returns but also simple partnership and S-Corporation returns-Other ad hoc projects such as data entry and general bookkeeping services